people around a table with laptops
Resource Center

Customer Stories

Our customers voices saying how Vanillasoft is built for what’s next

Serving it up hot

Heart what our customers have to say.

The Ultimate Lead Qualification Checklist
Lead Management
July 30, 2026

The Ultimate Lead Qualification Checklist

Use this lead qualification checklist to score fit, need, authority, budget, and timing, so your team spends its time on leads that actually convert.

Read more
How to Ensure Your Team Meets Appointment-Setting Goals
Sales Tips
July 28, 2026

How to Ensure Your Team Meets Appointment-Setting Goals

Learn how to help your team meet appointment-setting goals that drive revenue growth using these strategies, tools, and best practices for sales success.

Read more
Dashboard with sales performance charts beside the title "What Is Sales Velocity and How Do You Improve It?
Reporting & Analytics
July 23, 2026

What Is Sales Velocity and How Do You Improve It?

Sales velocity measures how fast your pipeline turns into revenue. Learn the formula, the four levers that move it, and how to improve each one.

Read more
View all resources
illustration
Consult an Expert

Get a Personalized Demo

See how your agents can take more calls, have better conversations, and close more deals. Get started on a personalized walk-through of our insurance sales software today.